Tori Fanning, CFP®

he AVP, Financial Planning Analyst

Tori Fanning is an Associate Vice President and Financial Planning Analyst for Paget Wealth Partners at Rockefeller Capital Management. Tori provides investment analysis, assists in financial planning, and oversees The Puget Sound Group’s digital marketing strategy.

Tori graduated from the University of Wisconsin-Madison with a degree in Japanese and spent a year abroad in Tokyo as part of her studies. She put her skills into practice trading futures for Mizuho Securities, a Japanese brokerage firm in her hometown of Chicago. She moved to Seattle and began working for Morgan Stanley in 2015 as a Client Service Associate and joined The Puget Sound Group in April 2017 as a Wealth Management Associate.

Tori volunteers regularly at Northwest Harvest in addition to participating with the rest of The Puget Sound Group in various charitable and community activities.

Tori lives in downtown Seattle with her significant other. She enjoys dining out, traveling, hiking and reading.